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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$84.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$35.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$144M
2
Jane Street
Jane Street
New York
-$100M
3
WL
WIT LLC
District of Columbia
-$71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.4M
5
BlackRock
BlackRock
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGFA
526
Colton Groome Financial Advisors
North Carolina
$426K +$2.09K +20 +0.5%
RA
527
Riversedge Advisors
Delaware
$425K +$23.5K +225 +6%
GAA
528
Guardian Asset Advisors
Pennsylvania
$421K -$418 -4 -0.1%
CT
529
Colonial Trust
South Carolina
$421K – – –
IA
530
IFP Advisors
Florida
$421K -$41.2K -394 -9%
WTC
531
WhitTier Trust Company
Nevada
$419K – – –
HWA
532
HCR Wealth Advisors
California
$418K -$3.24K -31 -0.8%
CAL
533
Capital Advisors Ltd
Ohio
$417K – – –
WFPG
534
Waller Financial Planning Group
Ohio
$415K -$25.3K -242 -6%
BFEC
535
Benjamin F. Edwards & Company
Missouri
$414K +$41.3K +395 +11%
EWA
536
Elevate Wealth Advisory
Georgia
$413K +$222K +2,125 +116%
TW
537
Towerpoint Wealth
California
$409K -$65.2K -624 -14%
TA
538
TruWealth Advisors
Louisiana
$403K -$31.3K -299 -7%
AAS
539
Ameritas Advisory Services
Nebraska
$403K -$195K -1,863 -33%
GWM
540
Geneos Wealth Management
Colorado
$401K -$80.9K -774 -17%
EWA
541
ERTS Wealth Advisors
Michigan
$401K -$41.6K -398 -9%
SIM
542
Stratos Investment Management
Ohio
$401K +$1.05K +10 +0.3%
CIP
543
Cornerstone Investment Partners
Georgia
$400K -$46.3K -443 -10%
Fidelity Investments
544
Fidelity Investments
Massachusetts
$399K +$314 +3 +0.1%
CRA
545
Clear Rock Advisors
Texas
$399K – – –
AC
546
AWM Capital
Arizona
$398K -$330K -3,159 -45%
EGA
547
Eagle Global Advisors
Texas
$397K -$20.9K -200 -5%
CA
548
Crewe Advisors
Utah
$397K – – –
WF
549
Warner Financial
Maryland
$396K – – –
FCT
550
First Community Trust
Iowa
$396K +$396K +3,785 New
20 21
22
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